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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

145 hedge funds and large institutions have $1.38B invested in iShares North American Natural Resources ETF in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 29 closing their positions.

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
23
Increased
51
Reduced
47
Closed
29
Calls
$502K
Puts
$602K
Net Calls
-$100K
Net Calls Change
-$46K

Top Buyers

1
EFS
1
Edelman Financial Services
Virginia
$621M
2
CWA
2
Convergent Wealth Advisors
Maryland
$52.9M
3
MCM
3
Makena Capital Management
California
$56.9M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$37.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.7M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.9M
2
TAG
2
Tactical Allocation Group
Michigan
$454K
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$19.2M
4
MWP
4
Moller Wealth Partners
$9.66M
5
LS
5
Lattice Strategies
Pennsylvania
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
EFS
1
Edelman Financial Services
Virginia
$621M 16,193,946 +3,640,238 +29%
Bank of America
2
Bank of America
North Carolina
$123M 3,218,104 +352,984 +12%
LMIM
3
Lockheed Martin Investment Management
Maryland
$114M 2,964,877 +287,095 +11%
MCM
4
Makena Capital Management
California
$56.9M 1,485,559 +1,295,060 +680%
CWA
5
Convergent Wealth Advisors
Maryland
$52.9M 1,380,283 +1,325,789 +2,433%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$37.1M 968,011 +949,711 +5,190%
Morgan Stanley
7
Morgan Stanley
New York
$35M 912,469 +194,983 +27%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$34.7M 906,751 +486,746 +116%
UBS Group
9
UBS Group
Switzerland
$20.9M 545,992 +545,992 New
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$19.2M 501,566 -126,219 -20%
ANTB
11
AMG National Trust Bank
Colorado
$17.6M 460,139 +175,875 +62%
AIP
12
Ameritas Investment Partners
Nebraska
$15.9M 415,715 +52,262 +14%
MFW
13
Meristem Family Wealth
Minnesota
$15.7M 410,497 +410,497 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14.9M 389,884 -395,955 -50%
Deutsche Bank
15
Deutsche Bank
Germany
$14.4M 375,004 -65,205 -15%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$14.3M 373,254 -16,044 -4%
Goldman Sachs
17
Goldman Sachs
New York
$10.9M 283,228 +61,033 +27%
Comerica Bank
18
Comerica Bank
Texas
$9.93M 258,992 +93,463 +56%
MWP
19
Moller Wealth Partners
$9.66M 252,125 -89,919 -26%
Wells Fargo
20
Wells Fargo
California
$9.33M 243,529 +4,465 +2%
LPL Financial
21
LPL Financial
California
$8.24M 214,952 -40,050 -16%
TFF
22
The Family Firm
Maryland
$7.96M 207,827 +207,827 New
SB
23
Suntrust Banks
Georgia
$6.14M 160,102 +84,217 +111%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.01M 130,640 +15,306 +13%
FA
25
FDx Advisors
Illinois
$4.49M 117,253 +19,706 +20%
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